proMX - proRM Business Solutions

proRM Resource and Project Management Suite for MS CRM/ MS CRM Online

by proMX - proRM Business Solutions
  • App Type

    Online Application
  • Business Need

    Customer Service, CRM, Project Management, Business Process Management
  • Works With

    Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online, Microsoft Office 365, Microsoft SharePoint Online
  • Industry Focus

    Architecture, Engineering & Construction, General - Applicable to All

proMX GmbH, Microsoft Partner with Gold Customer Relationship Management Competency , "Microsoft Partner of the Year 2014 - Germany", delivers an unbeatable sales, resource and project management solutions for Microsoft Dynamics CRM - proRM.
It provides a 360° view for every phase of your business process including marketing, sales, project and resource management, and invoicing.
proRM Business Solutions includes high performance applications, which can be used in any combinations and separately.
proRM Applications:
1. Project Tree gives an excellent view of all the projects with essential filtrating functions.
2. Project Gantt allows to have a visualized view of all the projects, showing their progression, demonstrating their current status, visualizing complex dependencies and highlights a Critical Path.
3. Budget Planning helps to take control of the budget processes.
4. Controlling Manager demonstrates the number of hours that employees require for completing tasks, and how far along the project has progressed.
5. Approval Manager allows to create bookings, check and correct the entries of employees and approve them making it possible to transform them into an invoice.
6. Template Editor allows to save all special document structures as various templates.
7. Bulk Booking gives a chance to rebook entries to another project.
8. Resource Gantt offers an overview of the capacities of employees and other assets.
9. Resource Planning shows the most important values for project management such as Hourly Rate, Estimated Efforts, Total Efforts, and Estimated Time to Complete.
10. Resource Assignment gives access to view the expertise profiles of employees with demanded skills.
11. Workload allows observing available and occupied capacities of employees and their current workflow.
12. Tracking allows to make bookings, having a better overview of the project situation, and the ability to link expenses and add reports and receipts.
13. Fast Tracking allows to make an quick booking.
14. Tracking Manager allows Project Manager to be able to make not only own entries, but also bookings, planned bookings, and different expenses for employees.
15. Outlook Tracking allows to synchronize activity in MS Outlook and CRM system.
16. Windows Tracking, Windows Phone Tracking and Web Tracking allow to track time and expenses externally.
17. Invoicing Manager allows to create invoices after they were checked and approved.

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